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RERCX: EUROPACIFIC GROWTH FUND CLASS R-3 (MUTUAL FUND)
Basic Info 55.53 0.25(0.45%) April 25
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (56%) |
Start Date: | 06/10/2002 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 3.46% |
Expenses | 0.90% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 4.4 | 10.0 | -3.1 | 5.1 | 4.6 | 7.4 | 6.3 | 6.7 | 15.3 | -23.3 | 2.2 | 24.4 | 26.6 | -15.5 | 30.3 | 0.4 | -1.1 | -2.9 | 19.8 | 18.9 | -13.9 | 9.2 | 38.7 | -40.7 | 18.7 | 21.4 | 20.7 | 19.2 | 32.4 | -14.3 |
Sharpe Ratio | NA | 0.41 | 0.2 | -0.33 | 0.16 | 0.21 | NA | NA | 0.3 | 0.84 | -1.07 | 0.14 | 0.84 | 2.21 | -1.13 | 4.18 | 0.01 | -0.08 | -0.27 | 1.7 | 1.26 | -0.54 | 0.44 | 1.51 | -1.13 | 0.93 | 1.34 | 1.76 | 1.26 | 2.25 | -1.17 |
Draw Down(%) | NA | 4.8 | 12.8 | 37.7 | 37.7 | 37.7 | NA | NA | 54.1 | 12.8 | 32.7 | 12.0 | 32.7 | 7.5 | 24.2 | 3.3 | 13.4 | 15.3 | 11.3 | 10.2 | 14.1 | 26.3 | 16.8 | 21.1 | 51.6 | 12.4 | 16.9 | 7.1 | 11.1 | 16.3 | 22.4 |
Standard Deviation(%) | NA | 10.8 | 12.3 | 17.2 | 19.4 | 16.5 | NA | NA | 18.5 | 13.3 | 23.1 | 15.3 | 28.6 | 11.4 | 14.9 | 7.1 | 16.2 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 25.5 | 36.8 | 17.0 | 13.6 | 10.6 | 14.5 | 14.1 | 21.3 |
Treynor Ratio | NA | 0.05 | 0.03 | -0.06 | 0.03 | 0.04 | NA | NA | 0.06 | 0.12 | -0.24 | 0.02 | 0.27 | 0.25 | -0.16 | 0.37 | 0.0 | -0.01 | -0.03 | 0.24 | 0.22 | -0.15 | 0.1 | 0.45 | -0.48 | 0.17 | 0.19 | 0.2 | 0.19 | 0.36 | -0.35 |
Alpha | NA | 0.02 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.05 | -0.04 | 0.06 | 0.02 | 0.0 | 0.03 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.04 | -0.02 | 0.02 | -0.01 | 0.03 | 0.0 | 0.0 | -0.03 |
Beta | NA | 0.93 | 0.96 | 1.01 | 0.95 | 0.94 | NA | NA | 0.9 | 0.97 | 1.03 | 1.06 | 0.89 | 1.0 | 1.05 | 0.82 | 0.89 | 0.88 | 0.89 | 0.84 | 0.88 | 0.92 | 0.94 | 0.86 | 0.87 | 0.93 | 0.97 | 0.91 | 0.99 | 0.88 | 0.72 |
RSquared | NA | 0.81 | 0.88 | 0.89 | 0.89 | 0.89 | NA | NA | 0.9 | 0.9 | 0.92 | 0.78 | 0.92 | 0.86 | 0.89 | 0.72 | 0.93 | 0.91 | 0.86 | 0.85 | 0.93 | 0.97 | 0.96 | 0.93 | 0.94 | 0.85 | 0.91 | 0.77 | 0.85 | 0.77 | 0.64 |
Yield(%) | N/A | 0.0 | 3.5 | 4.1 | 4.0 | 3.6 | 4.8 | 5.0 | N/A | 3.8 | 1.2 | 9.1 | 0.0 | 3.2 | 4.9 | 5.5 | 1.0 | 2.7 | 1.0 | 0.8 | 1.7 | 1.2 | 1.3 | 2.0 | 4.1 | 9.7 | 8.1 | 5.6 | 1.5 | 1.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 144.6 | 111.4 | 38.3 | 18.3 | N/A | N/A | N/A | 144.6 | -88.0 | N/A | -100.0 | -48.5 | 11.0 | 483.3 | -65.9 | 151.0 | 53.1 | -45.8 | 22.9 | -2.0 | -10.9 | -73.0 | -54.6 | 33.2 | 72.8 | 343.2 | 37.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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